PWM

Proathlete Wealth Management Portfolio holdings

AUM $361M
1-Year Est. Return 17.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.51M
3
+$1.33M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$997K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$678K

Top Sells

1
+$88K
2
+$63.3K
3
+$62.7K
4
BA icon
Boeing
BA
+$41.9K
5
VTV icon
Vanguard Value ETF
VTV
+$41.1K

Sector Composition

1 Technology 3.91%
2 Financials 2.51%
3 Communication Services 2.1%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.6K 0.01%
269
127
$27.5K 0.01%
255
-13
128
$26.9K 0.01%
304
+2
129
$26.2K 0.01%
135
130
$25.8K 0.01%
501
-38
131
$25.8K 0.01%
140
132
$24.4K 0.01%
264
+2
133
$24.4K 0.01%
664
134
$23.4K 0.01%
137
135
$22.8K 0.01%
93
-19
136
$21.9K 0.01%
775
-58
137
$20.8K 0.01%
168
138
$20.8K 0.01%
162
-13
139
$20.2K 0.01%
1,000
140
$19.6K 0.01%
145
141
$18.9K 0.01%
198
142
$18.6K 0.01%
297
143
$17.7K 0.01%
265
-16
144
$15.5K ﹤0.01%
205
-9
145
$15.3K ﹤0.01%
62
-4
146
$15K ﹤0.01%
82
+11
147
$13.9K ﹤0.01%
95
+1
148
$12.8K ﹤0.01%
281
149
$12.6K ﹤0.01%
392
+3
150
$12.4K ﹤0.01%
50
+8
4 5
6
7 8